ExperienceSince 1983 (43 years)Registration #000237728Postcode3128
Diploma of Financial Services (Distribution) FNB50499Advanced Diploma of Financial Services (Financial Planning) FNB60402RG146 Provide Advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1990 (36 years)Registration #000237727Postcode3128
Advanced Diploma of Financial Services (Financial Planning) FNB 60402RG146 Provide Advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000263325Postcode3128
Master of Business AdministrationRisk ManagementSuperannuation & Retirement PlanningDiploma of Financial Services (Financial/Mortgage Broking Management)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000343273Postcode3128
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCPA Australia (CPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2010 (16 years)Registration #000389701Postcode3128
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2012 (14 years)Registration #001007343Postcode3128
Bachelor of Business in FinanceMaster of Financial ManagementAdvanced Diploma of Financial Planning- FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecurities
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ExperienceSince 2014 (12 years)Registration #001002716Postcode3128
Master of BusinessDiploma of Financial ServicesCertified Financial PlannerRG146 Tier 1 Specialist Margin Lending Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001244853Postcode3128
Bachelor of Commerce (Accounting and Finance)CFA Level 1Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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